Resources

View the business process workflow for expense reports in Workday

This Quick Reference Guide (QRG) is designed to walk a Customer Contract Specialist through the Create Customer Contract task for an existing customer in Workday. Customer Contracts in Workday allow you to systematically manage contract terms and create invoices for approved contracts. Creating the contract is the first step. Next step - set up the billing schedule.

This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist, Customer Contract Specialist, or Customer Administrator through the process of changing a customer summary in Workday. You may need to change the customer’s name or status. A customer may request a name change (merger, last name change, etc.). You may also need to change the customer’s status such as changing their status from Active to Hold for delinquent payment. This is NOT how to put an invoice in a Hold status.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the steps to create a supplier invoice request in Workday.
This Quick Reference Guide (QRG) is designed to walk an Expense Support Specialist through the approval process in Workday for Supplier Invoice Requests for non-employees.